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CVS Health
CVS

Overview Fund Activity

1,729 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+85
Holders Change %
+5.17%
% of All Funds
23.49%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
278
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
3
Capital World Investors
Capital World Investors
California
+$499M
4
BlackRock
BlackRock
New York
+$449M
5
ClearBridge Investments
ClearBridge Investments
New York
+$277M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$350M
2
Lazard Asset Management
Lazard Asset Management
New York
-$269M
3
Macquarie Group
Macquarie Group
Australia
-$222M
4
SOMRS
State of Michigan Retirement System
Michigan
-$215M
5
Franklin Resources
Franklin Resources
California
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
926
Sierra Capital
Florida
$703K -$44.8K -661 -6%
MFF
927
Michels Family Financial
Texas
$700K +$15K +222 +2%
PA
928
Parallel Advisors
California
$699K +$180K +2,663 +35%
MAM
929
MMA Asset Management
Pennsylvania
$699K – – –
WA
930
WealthTrust Axiom
Pennsylvania
$699K +$61K +901 +10%
S
931
SimplyRich
California
$698K +$152K +2,251 +28%
MHS
932
M Holdings Securities
Oregon
$697K -$41.4K -611 -6%
AWM
933
Axxcess Wealth Management
California
$695K +$695K +10,256 New
TBT
934
Texas Bank & Trust
Texas
$691K +$691K +10,196 New
ADMI
935
Albert D. Mason Inc
Massachusetts
$688K +$49.1K +725 +8%
BWA
936
BCU Wealth Advisors
Illinois
$687K -$29.7K -438 -4%
BTI
937
Blue Trust Inc
Georgia
$686K +$124K +1,834 +22%
SWM
938
Silverlake Wealth Management
Vermont
$683K -$49.5K -731 -7%
PFA
939
Pathway Financial Advisers
Indiana
$679K -$917K -13,541 -57%
VVP
940
Venture Visionary Partners
Ohio
$678K -$10.4K -154 -2%
GL
941
Graypoint LLC
New York
$677K +$326K +4,811 +93%
WAP
942
Wealthcare Advisory Partners
Pennsylvania
$676K -$2.44K -36 -0.4%
MA
943
MONECO Advisors
Connecticut
$675K -$616K -9,099 -48%
TPW
944
Transatlantique Private Wealth
New York
$672K -$105K -1,549 -14%
EHC
945
Everett Harris & Co
California
$672K -$78.5K -1,159 -10%
LS
946
Livforsakringsbolaget Skandia
Sweden
$670K – – –
TSWM
947
Triangle Securities Wealth Management
North Carolina
$668K -$13.3K -197 -2%
NCM
948
NCM Capital Management
New Jersey
$666K -$94.9K -1,400 -12%
SDWIA
949
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$665K +$6.78K +100 +1%
MWA
950
Midland Wealth Advisors
Illinois
$663K -$172K -2,532 -21%
36 37
38
39 40